William
Barnes

Verity Asset Management

CRD#7715911
Investment Advisor
in Rockingham, NC

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About this Advisor

William Barnes is a financial advisor operating out of Rockingham, North Carolina. Barnes is on the advisory team at Verity Asset Management. During their career, the advisor has held roles at Verity Asset Management, Mutual Of Omaha, Teacher'S Pension Inc and Wsb & Associates, Inc. Barnes holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in North Carolina. Verity Asset Management is a financial advisory business operating out of Durham, NC. The company has offices in eight locations and a total of 69 people on staff. It has $783 million in assets between its 7,489 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 7,489 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. Verity Asset Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Verity Asset Management likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Rockingham, NC

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Verity Asset Management Brokerage Details

Total Assets Under Management

$783,152,132

NC Average: $3,625,019,099
Total Number of Employees

69

NC Average: 22
Total Number of Accounts

7,489

NC Average: 1,917
Average Account Size

$104,574

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

William Barnes Work History

William has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Verity Asset Management

2022 - Present (2 years)

Teacher'S Pension Inc

2014 - Present (10 years)

Wsb & Associates, Inc

2013 - 2013 (< 1 year)

Mutual Of Omaha

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Barnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Verity Asset Management

William Barnes
Rockingham, NC
Gary D'Alessio
Durham, NC
Vickie Mach
Durham, NC
Nickolas Moes
Keller, TX
Brad Corbett
Durham, NC
Conrad Walker
Danville, CA
Ronald Gibbs
Durham, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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